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Connect Box to Salesforce like Magic

How to Use Magical to Transfer Data from Box to Salesforce
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Transfer Data from Box to Salesforce: A Step-by-Step Guide

With Magical, you can transfer data from Box to Salesforce in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Box to Salesforce, helping you speed up data entry and optimize your business processes.

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More Box integrations with Magical

What Box data can you transfer

Magical enables you to transfer a wide array of data from Box to Salesforce. Here are some examples of the information you can extract:

File Name
File Size
File Type
Last Modified Date
And move more types of information by creating your own custom labels.

How to Transfer data from Box to Salesforce using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Box to Salesforce for more efficient data management. Follow these steps:

  1. Sign in to your Box account and open the file containing the data you want to transfer, such as file name, type, size, and last modified date.
  2. In Box, label the information you want to transfer with Magical, like File Name, File Type, or Last Modified Date.
  3. Sign in to your Salesforce account and open the record where you want to add the Box data.
  4. Type "//" in an empty field and select the information you want to transfer from Box such as File Name, File Type, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Box and Salesforce

Swift and efficient data management is crucial to maintaining business efficiency. Box is a powerful cloud content management platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your business processes. By leveraging Magical, you can easily move information from Box to Salesforce, allowing you to focus on improving business efficiency and productivity.

Other ways to connect Box and Salesforce

Using Zapier

Zapier provides a seamless connection between Box and Salesforce, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Box and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower teams with real-time data insights, fostering improved communication and a superior business experience. To employ this method, refer to their respective API documentation.

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Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Box and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Box. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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